Semiconductor Components

“The slightly higher personnel costs for the three months ended March 31, 2026 are primarily due to increases in salary and benefits expenses, partially offset by a decrease in separation program expenses. ​ 24 Table of Contents Research and Development ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Three months ended ​ ​ ​ Period-to-Period ​ ​ ​ March 31, ​ ​ ​ Change ​ ​ ​ 2026 ​ 2025 ​ ​ ​ $ ​ % ​ ​ ​ (dollars in thousands) ​ ​ Research and development ​ $ 28,516 ​ ​ ​ $ 27,128 ​ ​ ​ ​ $ 1,388 ​ ​ ​ 5.1 % ​ ​ ​ Percentage of revenue ​ ​ 14.3 % ​ 14.1 % ​ ​ ​ ​ ​ ​ ​ ​ Our ability to remain competitive depends largely on continuously developing innovative technology, with new and enhanced features and systems and introducing them at competitive prices on a timely basis.”

ACLS 10-Q · 2026-05-08

“Interest expense during the fiscal year ended June 30, 2026 decreased compared to the fiscal year ended June 30, 2025 primarily due to reduced interest expense following our $750.0 million debt repayment in the second quarter of fiscal 2025.”

KLAC 10-K · 2026-08-06

“Revenue from our PCB and Component Inspection segment increased 21% in fiscal 2026 compared to fiscal 2025, primarily driven by increased demand from customers investing in advanced packaging technologies, higher revenue from our PCB business, and increased service revenue attributable to growth in the installed base of tools.”

KLAC 10-K · 2026-08-06